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Sundaram Mutual Fund · Focused Fund
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
₹154.4450NAV 2026-05-22
Regular PlanGrowthSince 2022-01-034.3y historyAUM ₹898 CrINF173K01189
NAV History
2022-01-03 → 2026-05-22
+38.01%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-1.3%
-3.6%
-5.3%
-0.5%
+11.1%
-
-
Risk Metrics
Sharpe
0.11
Sortino
0.15
Max DD
-20.4%
Volatility
+14.2%
Best Year
+24.4%
Worst Year
-5.6%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹898 Cr
AUM as of
2026-03-31
Volatility (annualised)
+14.2%
Max drawdown
-20.4%
Sharpe ratio
0.11
Sortino ratio
0.15
Calmar ratio
0.55
Positive months
58%
Best year
+24.4%
Worst year
-5.6%
Peers — Focused Fund
Invesco India Focused Fund - Direct Plan - Growth
Invesco Mutual Fund
+22.7%
3Y
₹1,106 Cr
AUM
0.87
Sharpe
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
+20.6%
3Y
₹4,731 Cr
AUM
0.59
Sharpe
Mahindra Manulife Focused Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
+19.4%
3Y
₹458 Cr
AUM
0.99
Sharpe
SBI FOCUSED FUND - DIRECT PLAN -GROWTH
SBI Mutual Fund
+18.4%
3Y
₹12,460 Cr
AUM
0.65
Sharpe
HDFC Focused Fund - Growth Option - Direct Plan
HDFC Mutual Fund
+18.3%
3Y
₹10,153 Cr
AUM
0.51
Sharpe
Bandhan Focused Fund - Direct Plan - Growth
Bandhan Mutual Fund
+17.6%
3Y
₹266 Cr
AUM
0.42
Sharpe
quant Focused Fund - Growth Option-Direct Plan
quant Mutual Fund
+17.4%
3Y
₹369 Cr
AUM
0.61
Sharpe
Kotak Focused Fund- Direct Plan- Growth option
Kotak Mahindra Mutual Fund
+17.2%
3Y
₹519 Cr
AUM
0.61
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.